-76.3%
CFND vs VT
+20.5%
-96.9%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.6% | -2.6% | -3.5% |
| 7D | -8.3% | +0.4% | -8.7% | -9.0% |
| 30D | -17.0% | -2.6% | -14.4% | -13.8% |
| 3M | -22.8% | -3.2% | -19.6% | -18.6% |
| 6M | -36.8% | +0.9% | -37.7% | -36.4% |
| YTD | -55.1% | +11.3% | -66.4% | -58.6% |
| 1Y | -68.2% | +14.0% | -82.2% | -71.0% |
| All | -76.3% | +20.5% | -96.9% | -78.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling